Ondas (NASDAQ:ONDS) Trading 8.6% Higher – What’s Next?

Ondas Holdings Inc. (NASDAQ:ONDS)’s stock price rose 8.6% during trading on Wednesday . The stock traded as high as $10.53 and last traded at $9.76. Approximately 155,738,107 shares traded hands during mid-day trading, an increase of 327% from the average daily volume of 36,502,801 shares. The stock had previously closed at $8.99.

Key Stores Impacting Ondas

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Company announced roughly $10 million in new purchase orders for its autonomous systems (counter‑UAS, integrated drones and ground robots), supplying concrete near‑term revenue/backlog that supports growth expectations. Ondas Secures $10 Million in New Autonomous Systems Orders as Global Demand for Multi-Domain Defense Solutions Accelerates
• Positive Sentiment: Market and media coverage are linking the new orders to the broader U.S. defense/space spending tailwind and an upbeat 2026 outlook, which is driving retail interest and momentum in the stock. Ondas stock rises on $10 million in new autonomous systems orders
• Neutral Sentiment: Analyst attention and comparison pieces (drone/defense coverage) have increased visibility and produced bullish price targets from several firms, supporting sentiment but not guaranteeing execution. ONDS vs. AVAV: Which Drone Tech Stock Is the Better Pick Now?
• Neutral Sentiment: Defiance launched ONDL, a daily 2x long ETF for ONDS — this can amplify short‑term buying and volatility (trader flows), but it’s not a long‑term fundamental catalyst. Defiance Launches ONDL: The First Daily 2X Long ETF for Ondas Holdings Inc.
• Negative Sentiment: CEO Eric A. Brock sold 475,000 shares on Dec. 31 at about $9.71 (~$4.6M), cutting his stake by ~24.5% — a large insider sale that can increase supply and worry investors about timing/intent. The sale was disclosed in an SEC filing. Insider Sale SEC Filing
• Negative Sentiment: Data aggregators flag a broader pattern of insider selling across officers/directors in recent months, which some market participants view as a caution despite improving revenue trends. Ondas Holdings Inc. Stock (ONDS) Opinions on Recent Price Surge and Insider Sales

Analysts Set New Price Targets

Several research analysts have commented on the stock. Zacks Research downgraded shares of Ondas from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Oppenheimer raised Ondas from a “market perform” rating to an “outperform” rating and set a $12.00 price target for the company in a report on Friday, November 14th. Weiss Ratings restated a “sell (e+)” rating on shares of Ondas in a research report on Monday. LADENBURG THALM/SH SH upgraded Ondas to a “strong-buy” rating in a research report on Thursday, December 18th. Finally, Stifel Nicolaus set a $13.00 target price on Ondas and gave the stock a “buy” rating in a research note on Monday, December 15th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $11.50.

Ondas Stock Performance

The firm has a market cap of $3.65 billion, a price-to-earnings ratio of -24.40 and a beta of 2.40. The business has a fifty day simple moving average of $7.73 and a 200-day simple moving average of $5.78.

Ondas (NASDAQ:ONDS) last released its quarterly earnings results on Thursday, November 13th. The company reported ($0.06) earnings per share for the quarter, missing the consensus estimate of ($0.05) by ($0.01). The firm had revenue of $10.10 million for the quarter, compared to the consensus estimate of $7.04 million. Ondas had a negative return on equity of 35.16% and a negative net margin of 192.60%. On average, equities analysts anticipate that Ondas Holdings Inc. will post -0.53 earnings per share for the current year.

Insider Activity

In related news, Director Jaspreet K. Sood sold 29,698 shares of the business’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $9.48, for a total value of $281,537.04. Following the sale, the director owned 175,631 shares of the company’s stock, valued at $1,664,981.88. The trade was a 14.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Richard M. Cohen sold 25,861 shares of the firm’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $9.48, for a total value of $245,162.28. Following the transaction, the director directly owned 197,746 shares of the company’s stock, valued at approximately $1,874,632.08. This represents a 11.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,406,605 shares of company stock valued at $12,109,365. 1.60% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Ondas

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. IFP Advisors Inc increased its position in Ondas by 231.4% during the 3rd quarter. IFP Advisors Inc now owns 4,142 shares of the company’s stock valued at $32,000 after purchasing an additional 2,892 shares during the period. RiverGlades Family Offices LLC increased its position in shares of Ondas by 54.0% during the third quarter. RiverGlades Family Offices LLC now owns 15,400 shares of the company’s stock worth $119,000 after buying an additional 5,400 shares during the period. Wexford Capital LP acquired a new stake in shares of Ondas during the third quarter worth $67,000. SBI Securities Co. Ltd. raised its stake in Ondas by 154.9% during the second quarter. SBI Securities Co. Ltd. now owns 16,299 shares of the company’s stock worth $31,000 after buying an additional 9,904 shares during the last quarter. Finally, Beaird Harris Wealth Management LLC lifted its holdings in Ondas by 61.5% in the third quarter. Beaird Harris Wealth Management LLC now owns 26,250 shares of the company’s stock valued at $203,000 after buying an additional 10,000 shares during the period. 37.73% of the stock is owned by institutional investors and hedge funds.

About Ondas

Ondas Holdings, Inc (NASDAQ: ONDS) develops secure private wireless networking solutions and unmanned aircraft systems tailored to mission-critical industrial applications. Its Ondas Networks division offers the proprietary FullMAX platform, a long-range, high-bandwidth broadband network designed to support real-time data transmission, remote monitoring and IoT deployments across rail, maritime and infrastructure environments. The broadband platform integrates edge-to-cloud architecture to ensure operational resilience and regulatory compliance for transportation and utility operators.

The company’s Ondas Autonomous Systems segment builds heavy-lift cargo drones and uncrewed aircraft platforms for logistics, pipeline and infrastructure inspection, emergency response and other government and commercial use cases.